My Patrix site
A new platform classification
When looking at the Race to a Billion data I noticed that some platform adoption ramps look quite different from others. It’s not just a matter of “slope” or rate of growth but a distinctly different shape. If you look…
Tag
Theory
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S is for Service
One of the enduring mysteries of the iPhone has been its lack of a portfolio. After six years it seems that Apple has finally acquiesced that there should be one, albeit currently limited to two items. The second enigma…
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C is for Cognitive Illusion
My assumption going into this, sixth iteration, of the iPhone was that we would see the expansion of the iPhone into two distinctly positioned products: a low-end C and a high-end S. The assumption was based on what what…
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Who's next?
In February I asked Why doesn’t anybody copy Apple? Put another way: Why is it that everyone wants to copy Apple’s products but nobody wants to copy being Apple? Being Apple means, at least: I asked somewhat rhetorically…
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Who's buying whom?
When a prosperous company buys a struggling company you have to wonder what they’re really buying. Here’s how to think about it. A company is defined as the sum of three values: resources, processes and priorities (RPP).…
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The rear view mirror
In the Innovator’s Curse I reflected on the fact that a serial innovator cannot be efficiently financed or even rewarded for having figured out how to repeatably create. If anything, a serial innovator has to suffer a…
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Steve Ballmer and The Innovator's Curse
The most common, almost universally accepted reason for company failure is “the stupid manager theory”. It’s the corollary to “the smart manager theory” which is used to describe almost all company successes. The only…
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The Innovator's Curse
When Clay Christensen discusses innovation (for example his talk at BoxWorks here) he puts forward theories on the causes of success and failure of innovation. Through a repertoire of case studies evoking David vs.…
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The Meanings of Appleiness
I’ve never worked at Apple and know very few people who did. Nevertheless, I read Adam Lashinsky’s book and enough Folklore.org that I think I can get away with replying to the Meaning of Googliness with the following:…
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It's a wonder
My responses to questions from Juliette Garside of The Guardian newspaper: Q: Will noise from Icahn distract the Cook from focussing on product? A: Investors may think that they can influence management but they do so…